Automated Markate Overdue Invoice Chaser
Every Monday, WebRun opens Markate, finds invoices past their due date, drafts a polite reminder email in Gmail for each overdue customer, and posts a weekly overdue summary to Slack. Customer emails are left as drafts and are not sent until you approve them.
How do I automatically chase overdue window treatment invoices each week?
WebRun opens Markate every Monday, finds window treatment invoices past their due date, drafts a polite payment reminder in Gmail for each overdue customer, and posts a ranked chase list to Slack. All customer emails are held as drafts for your review, so nothing is sent without your approval.
- No overdue invoice is forgotten past Monday each week
- Payment reminder drafts ready to send with one click
- Largest and oldest balances surfaced first in the Slack chase list
Built for window treatment installers · blinds and shades businesses · home improvement contractors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.markate.comin a real browser with your saved login - no setup, no API keys. -
1
Markate - find overdue invoices
markate.com
WebRun opens Markate to find overdue invoices. - Open Markate and filter invoices to Overdue status
- Capture the customer name, invoice number, balance due, and days overdue for each
- Skip any invoice already sent a reminder this week
Done when Every overdue invoice is listed with customer details and days outstanding.
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2
Gmail - draft payment reminders
gmail.com
WebRun opens Gmail to draft payment reminders. - Draft a polite, on-brand payment reminder for each overdue customer referencing their invoice number and balance
- Save each draft unsent in Gmail. Do not send any reminder without your approval.
Done when A review-ready draft exists in Gmail for every overdue invoice.
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3
Slack - post the weekly overdue summary
slack.com
WebRun opens Slack to post the weekly overdue summary. - Post a concise weekly overdue summary to the finance Slack channel listing each customer, balance, and days overdue
- Flag the oldest or largest balances at the top of the list
Done when This week's overdue chase list is posted to Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it email customers without my approval?
No. Every reminder is saved as a Gmail draft and left unsent. You review each message and decide which ones to send, so no customer receives a payment request without your explicit sign-off.
What if a customer has already paid since the invoice was issued?
WebRun reads the live invoice status in Markate each Monday, so any invoice that has been paid or partially paid is automatically excluded from the chase list.
Can I set a minimum overdue amount before a reminder is drafted?
Yes. You can configure a minimum balance threshold when setting up the workflow, so very small balances are skipped and only meaningful outstanding amounts get a reminder.
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